Embedding Tableau in Your Portals, g Websites & Applications

Andrew Beers Tableau Software

Where we are going today

+Integration +L Leveraging existing i i i ti investments t t +Spreading value of Tableau

Roadmap
+ Tableau Server + A quick demo q + Why embed? + The details + Advanced stuff + The future

Related
+ Dashboarding
+ 1:30pm Monday ( p y (already p y passed) Cascade II )

+ Introduction to Tableau Server: Sharing & Collaboration

+ 2:30pm Monday (right now!) Cascade I

+ Personalizing the Server Experience

+ 10am Tuesday Rainier

Tableau Server Primer

Publish a Tableau workbook

Tableau Server Primer

to a Tableau Server for sharing

Tableau Server Primer

Web-based viewing

Tableau Server Primer

Collaborate through discussions, tags, and customizations

Tableau Server Primer

Control access

Tableau Server Primer

Search to find views of data

Tableau Server by itself

+ Content repository + Permissions + Tagging + Commenting + Administrative views + Favorites + Shared data models + Views personalized to viewer + Per-user customized views + Embedding credentials with views g + Rich search + Zero install +

A quick demo
New customer conference page

Embedding what is it?

Place a view (from Tableau Server) into another Web application so your existing Tableau Server users can use it in context

Why embed?
+ Put data and analysis of data where your users are looking already

Why embed?
+ Put data and analysis of data where your users are looking already

Why embed?
+ Put data in a useful context that may influence its interpretation

Embedding into your applications

+ Embed images
+ Live image of data g + Refreshed each time image is loaded + Not interactive

+ Embed interactive views

+ Live image of data + R f h d each ti page iis lloaded Refreshed h time d d + Interactive filtering, tooltips, etc.

Embedding images
+ An image of a view
+ http://demoserver/views/custconf/Country.png p yp g

+ An image of a view at a certain size

+ http://demoserver/views/custconf/Country png?:size=300 200 (link) http://demoserver/views/custconf/Country.png?:size=300,200

+ Images of dashboards work as well

+ http://demoserver/views/custconf/Dashboard.png?:size=600,400 (link)

+ Embed these into a page like any image: p g y g

+ <img src=http://demoserver/views/custconf/Country.png />

Embedding interactive views - options

+ Embedding interactive views is driven by options included in the URL:
+ :embed=(yes or no) (y )
+ If yes, display an embedded-style view

+ :comments= (yes, ro, or no)

+ Display no comments read-only (ro) comments or the full commenting interface. comments, comments, interface

+ :toolbar= (yes or no)

+ If yes, display the toolbar

+ An interactive view:
+ lives inside an IFRAME element + has its size determined by the size of the IFRAME
<iframe src=http://server/views/Workbook/View width=400 height=300>

Embedding interactive views - samples

+ A simple embedded interactive view:
+ http://demoserver/views/Demo/Interactive?:embed=yes p y

+ A simple embedded interactive view, with no comments

+ http://demoserver/views/Demo/Interactive?:embed=yes&:comments=no

+ A simple embedded interactive view, with read-only comments

+ http://demoserver/views/Demo/Interactive?:embed=yes&:comments=ro

+ A simple embedded interactive view, with no toolbar

+ http://demoserver/views/Demo/Interactive?:embed=yes&:toolbar=no
<iframe src=http://demoserver/views/Demo/Interactive?:embed=yes&:comments=no src http://demoserver/views/Demo/Interactive?:embed yes&:comments no width=400 height=300>

Embedding examples
Project Web Page SharePoint portal

Authentication
+ Three types of authentication:
+ Forms-based
+ Username / password form

+ SSPI (new in 4 0) 4.0)

+ Automatic authentication via Web browser when using Active Directory
authentication.

+ Trusted (special mode for embedding)

+ For doing embedded views with local authentication

Embedding with local authentication

Embedding with SSPI

+ Configure for Active Directory and Automatic Login:

+ Browser will automatically log you in

Making things dynamic

+ URLs for views can take parameters to specify an initial filter for the
view.
+ http://demoserver/custconf_proj/BugSummary?sFullName=Andrew+Beers

+ Multiple values can be filtered by specifying a comma-separated list:

+ BugSummary?sFullName=Andrew+Beers,Dav+Lion B S ? F llN A d +B D +Li

+ Multiple fields can be filtered by specifying additional arguments:

+ BugSummary?sFullName=Andrew+Beers,Dav+Lion&sProject=Workgroup

Making things dynamic sample

Project Web Page

Embedding with trusted authentication

+ Trusted authentication allows embedding a view in a web application:
+ When SSPI is not being used g + Without asking the user to login to both the web application and Tableau Server

+ Tableau Server set up to trust that the web application has

authenticated the user.

+ Custom code runs in the web application to display the view

Embedding with trusted authentication

2. Web Application asks Tableau Server for a view for bob

Tableau Server

Web Application

3. Tableau Server sends back a URL for the view 4. 4 Web Application returns page containing this URL
here is a view:</p> <iframe src=http://server/trusted/2637 <p>You can interact with it!</p>

1. User bob logs in to the Web Application

Embedding with trusted authentication

+ Setup the trust relationship:
tabadmin set wgserver.trusted_hosts 192.168.1.2

+ Add code to your web application:

<body> <?php include tableau_trusted.php; $url = get_trusted_url(get_user(),$server,$view); ? ?> <p>This is an embedded view:</p> <iframe src=<?php echo $url; ?> width=400 height=400></iframe> <p>You can interact with it!</p> </body>

+ We include samples for PHP Java Ruby and SharePoint PHP, Java, Ruby,

Other examples
+ You can also embed into:
+ External Portals (e.g. iGoogle) + Applications (via browser controls)

+ Presentations

Lets talk about data

Future
+ Take Tableau Server views to your entire organization (not just
Tableau Server users)

+ Allow more control

+ + + +
Page control g Selection Legend highlighting Etc. Etc integration is the point!

+ Allow more feedback via events